Accredited-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SPSC",
  "GRAB",
  null,
  "MOS",
  "BROS",
  "AAXJ",
  "ONON",
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "TNC",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "ARCC",
  null,
  "EBAY",
  null,
  "UEC",
  "EXPE",
  "MSDL",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  null,
  "HWM",
  "AMAT",
  "EMR",
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  "TMCI",
  null,
  null,
  null,
  "IOVA",
  null,
  "EDAP",
  "KMI",
  "IWS",
  "SOWG",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "HRL",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "IJK",
  "HTGC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "IEFA",
  "SCHX",
  null,
  "SHOP",
  "RTX",
  "GLD",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "TGT",
  "TMO",
  "TRV",
  "UPS",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "UMBF",
  "VWO",
  null,
  null,
  null,
  "VIG",
  "IWO",
  "GDEN",
  "GGG",
  "TSM",
  "VYM",
  "GPMT",
  null,
  "ONB",
  "MLI",
  null,
  "AON",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "IWP",
  "DRRX",
  "KBDC",
  null,
  "AMZN",
  "SCHB",
  null,
  "CLF",
  "LCID",
  "ESGD",
  null,
  null,
  null,
  null,
  "VEU",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VOOG",
  "VGLT",
  "VTEB",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VERV",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "XEL",
  "SOLV",
  null,
  "LNT",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "SO",
  "TCMD",
  "CRM",
  "RBLX",
  null,
  "DIA",
  "GEV",
  "SPYV",
  "NUE",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "TECH",
  null,
  "BA",
  "BMY",
  "BR",
  "CHRW",
  "CDNS",
  "CELC",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DELL",
  "DAL",
  "DXCM",
  null,
  null,
  "DCI",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 238
Total Value: 1610621522
Accession Number: 0001518364-25-000004
Form Type: 13F-HR
CIK: accredited-investors
Manager Name: Accredited-Investors

Data Enrichment

87% identified

206 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

238 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 12

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921946406

VYM|921946406

Shares:1.9K

Value:$247.2K

% of Portfolio:0.0% ($247.2K/$1.6B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.0K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$1.6B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:8.6K

Value:$245.2K

% of Portfolio:0.0% ($245.2K/$1.6B)

Blue Owl Capital Corp

OBDC|69121K104

Shares:16.6K

Value:$243.8K

% of Portfolio:0.0% ($243.8K/$1.6B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:11.0K

Value:$242.8K

% of Portfolio:0.0% ($242.8K/$1.6B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.1K

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$1.6B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.9K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$1.6B)

922908538

VOT|922908538

Shares:982

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$1.6B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:3.7K

Value:$239.6K

% of Portfolio:0.0% ($239.6K/$1.6B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:801

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$1.6B)

92206C847

VGLT|92206C847

Shares:4.1K

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$1.6B)

808524722

Shares:8.7K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$1.6B)

808524201

SCHX|808524201

Shares:10.5K

Value:$232.8K

% of Portfolio:0.0% ($232.8K/$1.6B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:882

Value:$228.0K

% of Portfolio:0.0% ($228.0K/$1.6B)

CONOCOPHILLIPS

COP|20825C104

Shares:2.2K

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$1.6B)

EBAY INC

EBAY|278642103

Shares:3.3K

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$1.6B)

09661T206

Shares:2.3K

Value:$222.9K

% of Portfolio:0.0% ($222.9K/$1.6B)

46138E628

Shares:3.5K

Value:$222.4K

% of Portfolio:0.0% ($222.4K/$1.6B)

922908637

VV|922908637

Shares:865

Value:$222.3K

% of Portfolio:0.0% ($222.3K/$1.6B)

On Holding AG

ONON|H5919C104

Shares:5.0K

Value:$221.8K

% of Portfolio:0.0% ($221.8K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	1.9K	QoQ -10.71% (-230) YoY -10.71% (-230)	All Managers (Combined)	$247.2K	0.0% ($247.2K/$1.6B)	QoQ -9.75% (-$26.7K) YoY -4.83% (-$12.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.0K	QoQ 0.00% (+0) YoY +3.06% (-31)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$1.6B)	QoQ +0.91% (+$2.2K) YoY -4.22% (-$10.9K)
KINDER MORGAN, INC.(KMIcusip49456B101)	8.6K	QoQ -6.82% (-630) YoY NEW(+8.6K)	All Managers (Combined)	$245.2K	0.0% ($245.2K/$1.6B)	QoQ -2.98% (-$7.5K) YoY NEW(+$245.2K)
Blue Owl Capital Corp(OBDCcusip69121K104)	16.6K	QoQ 0.00% (-0) YoY +0.73% (-121)	All Managers (Combined)	$243.8K	0.0% ($243.8K/$1.6B)	QoQ -3.04% (-$7.6K) YoY -3.97% (-$10.1K)
ARES CAPITAL CORP(ARCCcusip04010L103)	11.0K	QoQ 0.00% (+0) YoY -55.82% (-13.8K)	All Managers (Combined)	$242.8K	0.0% ($242.8K/$1.6B)	QoQ +1.23% (+$3.0K) YoY -52.97% (-$273.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.1K	QoQ +0.72% (+8) YoY -29.89% (-473)	All Managers (Combined)	$241.4K	0.0% ($241.4K/$1.6B)	QoQ +19.51% (+$39.4K) YoY -22.77% (-$71.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.9K	QoQ -2.36% (-69) YoY NEW(+2.9K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$1.6B)	QoQ +8.96% (-$19.8K) YoY NEW(+$240.9K)
(VOTcusip922908538)	982	QoQ 0.00% (-0) YoY -1.89% (-19)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$1.6B)	QoQ -3.59% (-$8.9K) YoY +1.77% (-$4.2K)
ALLIANT ENERGY CORP(LNTcusip018802108)	3.7K	QoQ +0.86% (+32) YoY NEW(+3.7K)	All Managers (Combined)	$239.6K	0.0% ($239.6K/$1.6B)	QoQ +9.73% (+$21.3K) YoY NEW(+$239.6K)
Air Products & Chemicals, Inc.(APDcusip009158106)	801	QoQ NEW(+801) YoY NEW(+801)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$1.6B)	QoQ NEW(+$236.2K) YoY NEW(+$236.2K)
(VGLTcusip92206C847)	4.1K	QoQ -97.70% (-174.9K) YoY -98.55% (-280.6K)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$1.6B)	QoQ -97.61% (-$9.7M) YoY -98.59% (-$16.6M)
(cusip808524722)✕	8.7K	QoQ +0.05% (-5) YoY NEW(+8.7K)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$1.6B)	QoQ -4.85% (-$12.0K) YoY NEW(+$235.0K)
(SCHXcusip808524201)	10.5K	QoQ +0.06% (-7) YoY +200.79% (+7.0K)	All Managers (Combined)	$232.8K	0.0% ($232.8K/$1.6B)	QoQ -4.68% (-$11.4K) YoY +7.02% (+$15.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	882	QoQ +4.62% (-39) YoY +21.15% (+154)	All Managers (Combined)	$228.0K	0.0% ($228.0K/$1.6B)	QoQ -5.35% (-$12.9K) YoY +7.52% (+$16.0K)
CONOCOPHILLIPS(COPcusip20825C104)	2.2K	QoQ +3.94% (+82) YoY -0.87% (-19)	All Managers (Combined)	$226.7K	0.0% ($226.7K/$1.6B)	QoQ +10.08% (+$20.8K) YoY -18.21% (-$50.5K)
EBAY INC(EBAYcusip278642103)	3.3K	QoQ -0.08% (-3) YoY NEW(+3.3K)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$1.6B)	QoQ +9.23% (-$19.2K) YoY NEW(+$226.6K)
(cusip09661T206)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$222.9K	0.0% ($222.9K/$1.6B)	QoQ NEW(+$222.9K) YoY NEW(+$222.9K)
(cusip46138E628)✕	3.5K	QoQ -40.16% (-2.4K) YoY -47.41% (-3.2K)	All Managers (Combined)	$222.4K	0.0% ($222.4K/$1.6B)	QoQ -42.52% (-$164.6K) YoY -38.48% (-$139.2K)
(VVcusip922908637)	865	QoQ -31.34% (-395) YoY -27.91% (-335)	All Managers (Combined)	$222.3K	0.0% ($222.3K/$1.6B)	QoQ -34.57% (-$117.5K) YoY -22.72% (-$65.4K)
On Holding AG(ONONcusipH5919C104)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$221.8K	0.0% ($221.8K/$1.6B)	QoQ -19.81% (-$54.8K) YoY NEW(+$221.8K)